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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EH
1
Equitable Holdings
New York
$45.8M -$4.18M -64,690 -9%
Ameriprise
2
Ameriprise
Minnesota
$41.1M +$1.37M +21,190 +4%
Morgan Stanley
3
Morgan Stanley
New York
$22.1M +$503K +7,786 +2%
LPL Financial
4
LPL Financial
California
$15.7M +$595K +9,207 +4%
JP Morgan Chase
5
JP Morgan Chase
New York
$12.7M -$119K -1,845 -1%
Bank of America
6
Bank of America
North Carolina
$11.9M -$2.71M -41,947 -19%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$11.3M -$4.54M -70,208 -29%
Osaic Holdings
8
Osaic Holdings
Arizona
$8.46M +$216K +3,347 +3%
UBS Group
9
UBS Group
Switzerland
$8.45M -$667K -10,324 -8%
AAS
10
Avantax Advisory Services
Texas
$8.07M +$14.9K +230 +0.2%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$6.22M -$70.1K -1,084 -1%
BWM
12
Benchmark Wealth Management
Connecticut
$6.02M -$113K -1,751 -2%
BAMG
13
Brand Asset Management Group
Missouri
$4.72M -$23.5K -364 -0.5%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$4.42M -$1.05M -16,240 -20%
Wells Fargo
15
Wells Fargo
California
$4M -$1.56M -24,206 -29%
CAG
16
Crestwood Advisors Group
Massachusetts
$3.84M -$28.6K -443 -0.8%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$3.83M +$67.7K +1,048 +2%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$3.83M -$177K -2,740 -5%
WCF
19
West Coast Financial
California
$2.75M -$284K -4,392 -10%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$2.65M +$1.55M +23,987 +151%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$2.47M -$19.1K -295 -0.8%
JWCA
22
J.W. Cole Advisors
Florida
$2.46M +$2.4M +37,102 New
IFG
23
Independent Financial Group
California
$2.17M +$5.43K +84 +0.3%
MML Investors Services
24
MML Investors Services
Massachusetts
$2.05M -$297K -4,591 -13%
SFS
25
Sowell Financial Services
Arkansas
$1.65M +$301K +4,653 +23%